APAC equities’ 2025 rally has renewed interest, but Franklin Templeton’s Christy Tan says the case is now structural, driven by trade diversification and domestic growth.

Geopolitics and energy volatility will create divergence, so investors should favour targeted country allocations over broad regional exposure.

In the podcast with Top1000funds.com, Tan unpacks what this means for portfolio resilience and the region’s outlook.

Pension funds are navigating a more complex environment shaped by higher rates, inflation and shifting currency dynamics. In its latest World View paper, Canada’s IMCO warns of rising bond yields, concentration risks in passive investing, and the need to prepare for a weaker US dollar, with alternatives like the Swiss franc and yen gaining relevance.

Speaking to Amanda White on the Top1000funds.com podcast, IMCO chief strategist Nick Chamie said higher yields on risk-free assets are reshaping portfolio construction and the risk-return trade-off across markets.

In a conversation with Top1000funds.com editor Amanda White, Hamzaogullari unpacks the tenets of good genuine active management including a long-term structural approach and truly differentiated insights, which focuses on the quality of ideas not the quantity.

For example, he says there will only be five to six companies which will benefit disproportionally from the AI trend while most of the other companies will struggle to sustain long-term growth.